NSE cuts Nifty derivatives lot size to 65, revises contract sizes for other key indices from Dec 30

NSE cuts Nifty derivatives lot size to 65, revises contract sizes for other key indices from Dec 30

The National Stock Exchange (NSE) has announced that the lot size for Nifty 50 futures and options contracts will be reduced from 75 to 65 starting December 30, 2025 (EOD). This revision is part of a broader update to the market lot sizes for several key index derivatives, as per SEBI’s guidelines for periodic review. … Read more

F&O Talk| Nifty ends week on a high, closes above 24,800 as pullback rally gains steam. What’s ahead? Sudeep Shah weighs in

F&O Talk| Nifty ends week on a high, closes above 24,800 as pullback rally gains steam. What’s ahead? Sudeep Shah weighs in

Markets staged a recovery amid volatility and closed near the week’s highs, buoyed by broad-based buying following the recent correction. The initial sessions remained muted, but sentiment saw a sharp turnaround after the MPC policy announcement. Consequently, both benchmark indices posted gains of nearly 1%, with the Nifty ending at 24,894.25 and the Sensex at … Read more

Fund Manager Talk | PSU banks trading below book value despite healthy ROE: Krishna Sanghavi

Fund Manager Talk | PSU banks trading below book value despite healthy ROE: Krishna Sanghavi

Despite healthy return ratios and minimal asset quality issues, several PSU banks are trading below book value, according to Krishna Sanghavi, CIO-Equity at Mahindra Manulife. This valuation anomaly comes at a time when the fund house is launching a dedicated BFSI sectoral fund, betting on India’s demographic dividend and the ongoing financialization of savings in … Read more

Why bank stocks are an oasis for investors in a desert of chaos

Why bank stocks are an oasis for investors in a desert of chaos

Over the past week, the banking and financial services sector has regained strong momentum. In calendar year 2025 so far, the Bank Nifty and Nifty Financial Services indices have delivered impressive gains of over 8% and 12%, respectively, significantly outperforming the Nifty 50 benchmark, which has returned just 2.5%. We had earlier mentioned that private … Read more

F&O Talk| Despite recession fears, Nifty rallies sharply. Bullish momentum likely to continue: Sudeep Shah of SBI Securities

F&O Talk| Despite recession fears, Nifty rallies sharply. Bullish momentum likely to continue: Sudeep Shah of SBI Securities

Markets saw a sharp rebound this week, climbing over 4.5% in the holiday-shortened week, driven by upbeat cues from both domestic and global fronts. Benchmark indices kicked off the week with a strong gap-up opening and sustained the momentum in subsequent sessions. As a result, the Nifty and Sensex closed near their weekly highs at … Read more

Dalal Street Week Ahead: 18,600 breakout point for Nifty

Dalal Street Week Ahead: 18,600 breakout point for Nifty

In the previous technical note, it was categorically mentioned that it would be crucial to see if Nifty can keep its head above 18600 levels to extend and confirm the breakout that it has attempted. This being said, despite a strong relative outperformance from the Nifty Bank Index, the Nifty has delayed its breakout as … Read more

Dalal Street Week Ahead: Use rallies to take money off the table, instead of buying afresh

Dalal Street Week Ahead: Use rallies to take money off the table, instead of buying afresh

Nifty’s trading range remained wider than usual during the week gone by, but it took a serious cut on Friday’s session. Despite that, the index managed to close the week on a positive note. In the previous weekly note, we had mentioned that Nifty was trading inside the Falling Channel that it had created, and … Read more